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Legacy Bridge’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Legacy Bridge’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$888K Buy
8,862
+930
+12% +$97K 0.34% 92
2025
Q4 		$789K Buy
7,932
+380
+5% +$37.8K 0.32% 96
2025
Q3 		$739K Hold
7,552
– – 0.31% 98
2025
Q2 		$659K Sell
7,552
-4,128
-35% -$336K 0.31% 97
2025
Q1 		$942K Buy
11,680
+350
+3% +$30.7K 0.53% 73
2024
Q4 		$1.01M Hold
11,330
– – 0.53% 75
2024
Q3 		$1.01M Buy
+11,330
New +$980K 0.55% 72

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Legacy Bridge's VTWO Position: Q1 2026 in Review

Legacy Bridge increased its Vanguard Russell 2000 ETF (VTWO) stake by 12% in Q1 2026, buying an estimated $97K and bringing the position to 8,862 shares worth $888K. The position accounts for 0.34% of the portfolio, ranked #92.

Legacy Bridge first reported a position in VTWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2024. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Legacy Bridge held 8,862 shares of Vanguard Russell 2000 ETF worth $888K as of Q1 2026.
  • Legacy Bridge bought 930 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $97K.
  • Vanguard Russell 2000 ETF made up 0.34% of Legacy Bridge's portfolio in Q1 2026, its #92 holding.
  • Legacy Bridge first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Bridge's Vanguard Russell 2000 ETF position peaked at $1.01M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.